← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2001	PGIM Pacific Global Investment Management Glendale, California	$0	-$1.64M	0	–	Closed
2002	Partners Capital Investment Group Boston, Massachusetts	$0	-$5.49M	0	–	Closed
2003	PWM Partnership Wealth Management Towson, Maryland	$0	-$26.9K	0	–	Closed
2004	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$0	-$204K	0	–	Closed
2005	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$0	-$60.6K	0	–	Closed
2006	PHS PFM Health Sciences San Francisco, California	$0	-$20.8M	0	–	Closed
2007	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$0	-$270K	0	–	Closed
2008	POIA Pin Oak Investment Advisors Houston, Texas	$0	$0	1	0%	Maintained
2009	PS Planned Solutions Folsom, California	$0	-$48.8K	0	–	Closed
2010	PE Point72 Europe London, United Kingdom	$0	-$10.5M	0	–	Closed
2011	PointState Capital New York	$0	-$20.3M	0	–	Closed
2012	PSC Portman Square Capital London, United Kingdom	$0	-$73.2K	0	–	Closed
2013	PCA Providence Capital Advisors Charlotte, North Carolina	$0	-$486	0	–	Closed
2014	PWM Purus Wealth Management Newport Beach, California	$0	-$282K	0	–	Closed
2015	RBF Capital San Francisco, California	$0	-$1.3M	0	–	Closed
2016	RG Renaissance Group Covington, Kentucky	$0	-$285K	0	–	Closed
2017	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$11.6K	0	–	Closed
2018	RWM Ruedi Wealth Management Champaign, Illinois	$0	-$129	0	–	Closed
2019	Samlyn Capital New York	$0	-$18.9M	0	–	Closed
2020	SC Sasco Capital Fairfield, Connecticut	$0	-$21.4M	0	–	Closed
2021	SRL Scientech Research LLC Jersey City, New Jersey	$0	-$3.96M	0	–	Closed
2022	SCM Scopia Capital Management New York	$0	-$11.8M	0	–	Closed
2023	SWM Seed Wealth Management Evanston, Illinois	$0	-$227K	0	–	Closed
2024	SEC Seven Eight Capital New York	$0	-$868K	0	–	Closed
2025	SWP Significant Wealth Partners Cary, Illinois	$0	-$354K	0	–	Closed